Core Insights - The company hosted the fourth Digital Future Summit in Wuhan, focusing on "AI Transformation and Boundary-breaking Growth," showcasing multiple AI-related solutions and forums discussing the current state and future of AI implementation [1] Group 1: AI Strategy and Development - The company proposed a new operational model for the AI era, emphasizing a shift from human-led processes to data-driven decision-making, encapsulated in the concept of "one model, two cores, and three intelligent agents" [2] - The company launched several AI foundational suites, including intelligent data suites and industrial software AI suites, to accelerate the integration of AI across its business operations [3] Group 2: Business Performance and Growth - The company reported a 23% year-on-year increase in revenue from its R&D design business, primarily driven by its AI-enhanced PLM products, which have been deployed by dozens of clients [3] - The company anticipates significant commercial progress in its AI business, projecting a 135% year-on-year growth in AI revenue in Taiwan for 2024, alongside a 30% increase in average transaction value due to AI integration [4] Group 3: Future Outlook and Investment - The company plans to raise 838 million yuan for investments in its digital ecosystem empowerment projects, indicating strong confidence in the potential of its AI business [4] - Projections for net profit from 2025 to 2027 are 196 million yuan, 238 million yuan, and 287 million yuan, with corresponding growth rates of 26%, 22%, and 21% [4]

丨证券研究报告丨 公司研究丨点评报告丨鼎捷数智（300378.SZ） [Table_Title] 数智未来峰会亮点频出，AI 全面赋能业务创新 报告要点 [Table_Summary] 6 月 19 日，公司以"AI 创变、破界生长"为主题，于武汉举办第四届数智未来峰会。会上创新 发布多款 AI 相关套件，并设立多个 AI 专题论坛共话 AI 落地现状与未来，标志公司 AI 赋能业 务融合与场景创新进展积极。公司坚定拥抱 AI 战略初显成效，商业化进展积极看好 2025 放 量。预计公司 2025-2027 年实现归母净利润 1.96 亿元、2.38 亿元、2.87 亿元，对应增速为 26%、22%、21%，对应 PE 为 44.4x、36.5x、30.2x，持续推荐。 分析师及联系人 [Table_Author] SAC：S0490520030004 SFC：BUX668 宗建树 宋浪 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 鼎捷数智（300378.SZ） cjzqdt11111 [Table_Title2] 数智未来峰会亮点频出，AI 全面赋能业务创 ...